Financial Planner

February 23, 2022

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Job Description

About the Company:

This financial advisory firm was founded over 29 years ago and is continuing to expand. They are looking for some special people to join our team.

With a large client base your success is determined by the effort you put in.
Rewarding remuneration structure across all product lines.
They are one of very few financial advisory firms to offer face-to-face independent advice to their family of clients – making service and caring critical traits of all their Professional Advisers. They offer a holistic, independent, financial planning approach to their clients, medical aid scheme options, gap cover, wills, life and other risk cover, savings and investments and short-term insurance.
If you would like to join an energetic environment with a motivational management style, this is the place to grow your career.

Job Functions:

Building Relationships with potential clients using multiple communication media like phone, email, what’s app and face to face appointments. Rendering holistic financial advice.

The key outputs for this role are as follows:
• New Business sales
• Client service and management
• High level performance

Main Job Duties, Tasks and Responsibilities:

• contact businesses or private individuals by phone
• deliver prepared sales scripts to persuade potential customers to purchase a product or service
• describe products and services
• respond to questions
• identify and overcome objections
• take the customer through the sales process
• obtain customer information
• obtain possible customer leads
• maintain customer/potential customer databases
• follow up on initial contacts
• complete records of telephonic interactions


• Bachelor’s degree (no industry experience requirement)
• RE5 and NQF5 (industry experience qualification)


• proficient in relevant computer applications and call centre systems
• good typing skills
• insurance external sales experience with Lead Generation
• required language skills (Afrikaans and English)
• Goal driven
• Professional
• Eager to learn and develop
• Sales experience an advantage
• Great communication ability

Key Competencies and Skills:

• Communication (verbal and written) in English and Afrikaans
• Numerical & mathematical skills
• Team supervisory skills
• Confident and enthusiastic self-starter who can take initiative
• Must be able to work independently as well as part of a team – balances team and individual responsibility, provides and accepts feedback
• Analytical skills
• Problem-solving skills
• Relationship management skills
• Presentation and facilitation skills
• Resilience – Ability to work well under pressure in dynamic environment
• Flexible and adaptable
• Influential, concise, rational, and practical communicator
• Creative flair and innovative thinker
• Relationship management
• Discretion, judgment, and high levels of trust
• Own transport